10-KPeriod: FY2025

CONSOLIDATED EDISON INC Annual Report, Year Ended Dec 31, 2025

Filed February 19, 2026For Securities:ED

Summary

Consolidated Edison, Inc. (ED) reported a net income for common stock of $2,023 million, or $5.66 per share, in 2025, a notable increase from $1,820 million, or $5.26 per share, in 2024. This financial growth was driven by robust performance across its primary utility operations, Consolidated Edison Company of New York (CECONY) and Orange & Rockland Utilities (O&R). The company continued its significant investment in upgrading and reinforcing its energy delivery systems, with approximately $4.9 billion invested in 2025, and substantial capital expenditures planned through 2030 to support infrastructure improvements and the transition to a clean energy future. Financially, Con Edison plans to fund its extensive capital requirements through a combination of internally generated funds, long-term debt issuances, and common equity issuances. The company also announced significant rate plan approvals for CECONY covering 2026-2028, which are expected to support its capital investments and provide a fair return to investors. While facing a dynamic regulatory and economic environment, including increasing capital needs for clean energy initiatives and potential supply chain cost pressures, Con Edison remains focused on delivering safe, reliable, and increasingly sustainable energy services to its customers.

Financial Statements
Beta
Revenue$17.05B
Operating Expenses$13.99B
Operating Income$2.94B
Interest Expense$1.23B
Net Income$2.02M
EPS (Basic)$5.66
EPS (Diluted)$5.64
Shares Outstanding (Basic)357.40M
Shares Outstanding (Diluted)358.70M

Key Highlights

  • 1Net income increased to $2,023 million ($5.66/share) in 2025 from $1,820 million ($5.26/share) in 2024, indicating improved profitability.
  • 2The Utilities invested $4.95 billion in 2025 to upgrade energy delivery systems, with significant capital expenditure plans extending through 2030, highlighting a commitment to infrastructure development.
  • 3Con Edison plans substantial long-term debt and common equity issuances to fund capital requirements from 2026-2030, signaling a proactive approach to capital management.
  • 4CECONY received approval for new electric and gas rate plans for 2026-2028, which include rate increases and continuation of key regulatory mechanisms like revenue decoupling.
  • 5Con Edison Transmission completed the sale of its interest in Mountain Valley Pipeline, LLC, for $357.5 million, demonstrating strategic portfolio management.
  • 6The company's common stock delivered a total return of 15.16% in 2025, outperforming its utility sector benchmark over the longer five-year period (2021-2025).

Frequently Asked Questions

Con Edison reported an increase in net income for common stock to $2,023 million ($5.66 per share) in 2025, up from $1,820 million ($5.26 per share) in 2024. Adjusted earnings also saw a similar increase, reaching $2,038 million ($5.70 per share) in 2025 compared to $1,868 million ($5.40 per share) in 2024.

Con Edison's Utilities plan significant capital investments through 2030, totaling approximately $37.1 billion. For 2026-2030, the Utilities expect to invest over $30 billion to upgrade and reinforce their energy delivery systems, with Con Edison Transmission also planning substantial investments in electric transmission projects.

Con Edison plans to meet its capital requirements through internally generated funds, the issuance of long-term debt via public and private offerings, and the issuance of common equity through public offerings, including its at-the-market equity program. Specific plans include issuing up to $3.2 billion in long-term debt and $1.1 billion in common equity in 2026.

In January 2026, the NYSPSC approved new electric and gas rate plans for CECONY for the period 2026-2028. These plans include specific rate increases for electric and gas services and continue important mechanisms like revenue decoupling and earnings adjustment mechanisms for achieving energy efficiency goals.